Alpha Financial Management, Inc. fees and pricing
Financial planner in Savannah, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated October 2, 2026, Alpha Financial Management, Inc. charges an annual fee of $2,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $2,000-$10,000/yr
“The annual fee for this arrangement is a range from $2,000 - $10,000 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Alpha Financial Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees will be billed quarterly in advance.”
- “If the client has not given such direct payment authorization, fees will be payable by the client immediately upon receipt of any invoice.”
- “Alpha bills using one of the following methods: 1.”
How Alpha Financial Management, Inc.’s fees compare
- Its annual fee of $2,000-$10,000 spans the Georgia median of $5,438. 53% of the 47 other Georgia planners that publish an annual fee charge less.
- 1 of the 2 other planners in Savannah that publish an annual fee charge less.
About Alpha Financial Management, Inc.
“Alpha provides personalized, confidential, wealth management to individuals and investment management to pension and profit sharing plans, trusts, estates, charitable organizations and small businesses.”
- Firm size: 4 employees.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 1994 (32 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 115
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $109,376,177
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 125800
- Phone
- (912) 353-9343
Can advise clients in 4 states: Georgia, Louisiana, South Carolina, Texas
Other planners in Savannah that publish fees
- Ati Wealth Partners, LLCSavannah$200/hr, $1,800
- Bull Street AdvisorsSavannah$2,000/yr
- Constant Cashflow, LLCSavannah$150-$300/hr, $2,000-$4,000
- KCG Investment Advisory Services LLCSavannah$250/hr
- Legacybridge Wealth Management, LLCSavannah$450/hr, $3,000-$10,000/yr
- M3 Advisors, LLCSavannah$100-$800/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.